Our project audit collects all of the lessons learned from my personal management of 12 D365/AX projects and incorporates them into a targeted audit process. This audit process results in a new project budget, resource plan and timeline.
Portions of the audit process are used to prepare future clients new D365 F&O and CE projects for easier and successful deployments.
When to Request an Audit
A D365 F&O audit is ideal when:
A Proven, Executive‑Level Diagnostic for Troubled or At‑Risk Programs
A D365 F&O implementation doesn’t fail because of one issue — it fails because multiple parts of the program quietly drift out of alignment. My audit process is designed to surface those issues quickly, clearly, and with actionable recommendations that protect business outcomes, not just project timelines.
With 25+ years leading enterprise ERP programs — including 11 full‑lifecycle D365 deployments and multiple high‑stakes rescues — I use a structured, five‑part audit framework that reveals exactly where a program is healthy, where it’s vulnerable, and what must change to get it back on track.
Every successful ERP program begins with strong governance. I assess whether the project is set up to succeed by evaluating:
This step reveals whether the program is structurally capable of delivering the intended business outcomes.
A D365 program can only move as fast as its architecture allows. I review:
This identifies whether the system is buildable, scalable, and supportable — or whether technical debt is quietly undermining delivery.
Technology only succeeds when it aligns with how the business actually operates. I evaluate:
This step shows whether the solution is solving the right problems — and whether the business is positioned to adopt it.
Most go‑live failures originate here. I assess:
This determines whether the system can run the business on Day 1.
Technology fails when people aren’t ready. As a Prosci‑certified change leader, I evaluate:
This step reveals whether the organization can successfully adopt the system — the #1 predictor of ERP success.
Every audit includes:
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